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Fee-Based Or Commission-Based: Choosing A Financial Planner 101

机译:基于费用或基于佣金:选择财务计划员101

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摘要

Many people find the task of choosing a financial planner somewhat daunting. However, it is one of the most important decisions a person can make. What do you need to know about choosing the right financial advisor for your needs? The ideal financial planner is a trained, experienced professional who inspires trust and demonstrates the highest level of competence and integrity. His or her role in a family's finances is as crucial as that of a family attorney.
机译:许多人发现选择财务规划师的任务有些艰巨。但是,这是一个人可以做出的最重要的决定之一。关于选择适合您需求的财务顾问,您需要了解什么?理想的财务计划员是训练有素,经验丰富的专业人员,可以激发信任并显示出最高水平的能力和诚信。他或她在家庭财务中的作用与家庭律师一样重要。

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